Asset Strategy Consultants LLC

RIASEC RegisteredEst. 1998

Total AUM

$5.2B

Discretionary

$395M

8% of AUM

Avg account

$107M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 110800
Registered since: February 3, 1998
Website: www.assetstrategyconsultants.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Insurance Companies48.09%
Charitable Organizations32.84%
Pension & Profit Sharing Plans13.34%
Other2.64%
HNWI1.57%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Strategy Consultants LLC is an SEC-registered investment adviser formed in 1998 and organized as a limited liability company. The firm acts as a capital allocator for both high-net-worth individuals and institutional clients, offering a mix of portfolio management and advisory services. Its service menu includes discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through publications and seminars. The firm uses multiple fee arrangements — percentage-of-assets, hourly, fixed fees and other structures — rather than a single standard model. The ADV indicates Asset Strategy Consultants does not emphasize ESG investing. It also identifies the firm as a user of external managers, consistent with its role allocating capital to third-party fund managers.